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LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$418K
3
+$252K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$235K
5
NLY icon
Annaly Capital Management
NLY
+$169K

Top Sells

1
+$5.41M
2
+$790K
3
+$218K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$155K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$125K

Sector Composition

1 Real Estate 1.47%
2 Consumer Staples 1.08%
3 Technology 0.93%
4 Materials 0.63%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
200
227
$3K ﹤0.01%
29
228
$3K ﹤0.01%
227
229
$3K ﹤0.01%
+20
230
$3K ﹤0.01%
49
231
$3K ﹤0.01%
17
232
$3K ﹤0.01%
25
233
$3K ﹤0.01%
75
234
$3K ﹤0.01%
9
235
$3K ﹤0.01%
77
236
$3K ﹤0.01%
124
237
$3K ﹤0.01%
30
238
$3K ﹤0.01%
25
239
$3K ﹤0.01%
96
240
$3K ﹤0.01%
50
241
$3K ﹤0.01%
20
242
$3K ﹤0.01%
150
243
$3K ﹤0.01%
43
244
$2K ﹤0.01%
6
245
$2K ﹤0.01%
2
246
$2K ﹤0.01%
100
247
$2K ﹤0.01%
20
248
$2K ﹤0.01%
45
249
$2K ﹤0.01%
5
250
$2K ﹤0.01%
16
8 9
10
11 12